Nancy P. Mercado, CFP® ChFC®

Nancy P. Mercado

Certified Financial Planner, CFP®
Chartered Financial Consultant, ChFC®
Financial Advisor
Partner

Meet Your Advisor

Nancy is one of the founding members of Altus Wealth Group in 2017. As a Certified Financial Planner™(CFP®), she focuses on constructing comprehensive financial plans and overseeing the big picture through constant coordination with clients' other trusted advisors such as their CPA's, attorneys, trustees and insurance professionals. Nancy has a comprehensive depth of experience with over 20 years of financial planning and advising. After graduating with a BS in Accounting from The University of Santo Tomas in the Philippines, Nancy started her career as a financial analyst for Mobil Oil Corporation. Throughout her career, she has achieved multiple industry designations including Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®). Nancy's breadth of wealth management experience enables her to help deliver solutions to our clients in a comprehensive manner. Nancy and her husband Alex are the proud parents of two grown children, Kris and Joven. They dedicate most of their free time to travelling the world and spending time with grandchildren and family all over the country.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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